Montgomeryville, PA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Montgomeryville, PA has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $74,412,310 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $74,412,310
- Total reported liabilities (EOY)
- $442,178
- Total reported net assets (EOY)
- $73,970,132
Contributions & income
- Employer contributions
- $4,667,317
- Participant contributions
- $4,711,658
- Total income / additions
- $21,435,188
Expenses & distributions
- Benefits paid / distributions
- $8,084,465
- Total expenses
- $9,542,895
- Net increase / (decrease)
- $11,892,293
Coverage
- Total reported participants
- 1,868
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montgomeryville, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Movers Specialty Service, Inc. 401(K) Profit Sharing Plan And Trust | Movers Specialty Service, Inc. | $38,279,007 | 2023 |
| Aes Clean Technology, Inc. 401(K) Plan | Aes Clean Technology, Inc. | $19,694,665 | 2023 |
| Nappen 401(K) Retirement Plan | Nappen & Associates | $10,911,218 | 2023 |
| Penn Manufacturing Industries Ee 401k P/S Pln | Penn Manufacturing Industries, Inc. | $4,365,825 | 2023 |
| Movers Specialty Service, Inc. Employee Welfare Plan | Movers Specialty Service, Inc. | $688,908 | 2023 |
| Dlk 4 Enterprises, Inc. Retirement Plan | Dlk 4 Enterprises, Inc. | $402,071 | 2023 |
| Penn Manufacturing Industries Inc. Employee Benefit Plan | Penn Manufacturing Industries Inc. | $70,616 | 2023 |
| Movers Specialty Service, Inc. Group Insurance Plan (502) | Movers Specialty Service, Inc. | not reported in the loaded dataset | 2023 |
| Aes Clean Technology Inc. | Aes Clean Technology, Inc. | not reported in the loaded dataset | 2023 |
| Penn Manufacturing Industries, Inc. Group Insurance Plan (502) | Penn Manufacturing Industries Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Montgomeryville → · Montgomeryville plans by participants → · Montgomeryville plans with financial data → · Montgomeryville plans with provider compensation → · $1B+ plans in Montgomeryville →
Related Form 5500 pages
- All PA Form 5500 filings
- Movers Specialty Service, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Movers Specialty Service, Inc. — all reported plans
- Aes Clean Technology, Inc. 401(K) Plan (plan 001)
- Aes Clean Technology, Inc. — all reported plans
- Nappen 401(K) Retirement Plan (plan 001)
- Nappen & Associates — all reported plans
- Penn Manufacturing Industries Ee 401k P/S Pln (plan 001)
- Penn Manufacturing Industries, Inc. — all reported plans
- Movers Specialty Service, Inc. Employee Welfare Plan (plan 501)
- Dlk 4 Enterprises, Inc. Retirement Plan (plan 001)
- Dlk 4 Enterprises, Inc. — all reported plans
- Penn Manufacturing Industries Inc. Employee Benefit Plan (plan 501)
- Movers Specialty Service, Inc. Group Insurance Plan (502) (plan 502)
- Aes Clean Technology Inc. (plan 501)
- Penn Manufacturing Industries, Inc. Group Insurance Plan (502) (plan 502)
- Methodology
- Data sources